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How to Edit Your Request Forms

Requests are a central part of any teams Work Flow. Requests can come in from different users throughout the team to be approved by an Administrator to become a Work Order. With UpKeep we have the ability to edit our Request Forms so that we can get the information we desire to best create a Work Order. We have our Request Form for our Requester Users, users who have an UpKeep login.

On our Professional Plan we also have our Request Portal which is a URL that we can distribute to people outside of our UpKeep team (such as tenants or employees). When submitting requests through the Request Portal you will receive email updates regarding the status of the Work Orders.


Editing Your Request Form – In App Users

  1. Select the Requests Tab
  2. Select Edit Request Form 
  3. Choose to add Additional Form Item questions to your Request
  4. Choose to allow users to set Asset, Location, Worker Assigned, Due Date, Category and Team. Make them Optional, Hidden or Required.
  5. Select Save

Editing Your Request Form – Request Portal

  1. Select the Request Portal Tab
  2. Select Edit Public Request Form Items
  3. Choose to add Additional Form Item questions to your Request
  4. Choose to Allow First and Last Name or Phone Number Required
  5. Choose to allow users to set Asset, Location, Worker Assigned, Due Date, Category and Team. Make them Optional, Hidden or Required.
  6. Select Save

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You can also put your Companies Logo on the Request Portal! Learn more here!